Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce Field Service and Operations
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Expose the Document Recipient Object’s Status Field

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Field Service and Operations

            Expose the Document Recipient Object’s Status Field

            The Document Recipient object’s Status field must be visible for the Contactless Signature flow.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            The Field Service Appointment Assistant managed package and permission set license are required.
            User Permissions Needed
            To customize field settings: Customize Application
            1. From Setup, go to the Object Manager tab.
            2. In the Quick Find box, enter Document Recipient, and then select Document Recipient.
            3. Click Fields & Relationships, and then select Status.
            4. Click Set Field-Level Security, and make the field-level security visible for all profiles.
             
            Loading
            Salesforce Help | Article